Paul Kuhn (CRD# 6122451) is an Investment Advisor Representative working at Avantax Advisory Services in Dallas, TX and has over 11 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Investment Services Inc. | Boulder City, NV | Jan 2024 - Current | < 1 |
| Avantax Insurance Agency, LLC | Boulder City, NV | Jan 2024 - Current | < 1 |
| Avantax Advisory Services | Boulder City, NV | Jan 2024 - Current | < 1 |
| Avantax Insurance Agency And/or Avantax Insurance Services | Boulder City, NV | Dec 2023 - Current | < 1 |
| Avantax Insurance Agency And/or Avantax Insurance Services | Boulder City, NV | Dec 2023 - Current | < 1 |
| Lpl Financial LLC | Las Vegas, NV | Jul 2021 - Jan 2024 | 2 |
| Waddell & Reed | Las Vegas, NV | Dec 2019 - Jul 2021 | 1 |
| Waddell & Reed Insurance Agency | Las Vegas, NV | Dec 2019 - Jul 2021 | 1 |
| Edward Jones | Las Vegas, NV | Oct 2019 - Nov 2019 | < 1 |
| H.d. Vest Advisory Services, Inc. | Las Vegas, NV | Nov 2016 - Oct 2019 | 2 |
| Avantax Investment Services, Inc. | Las Vegas, NV | Sep 2015 - Oct 2019 | 4 |
| Hd Vest Insurance Agency, Inc. | Las Vegas, NV | Sep 2015 - Oct 2019 | 4 |
| H.d. Vest Advisory Services, Inc. | Las Vegas, NV | Sep 2015 - Sep 2016 | 1 |
| Putters Gaming Group | Las Vegas, NV | Jan 2013 - Nov 2015 | 2 |
| Transamerica Financial Advisors, Inc. | Las Vegas, NV | Sep 2012 - Sep 2015 | 3 |
| World Financial Group, Inc. | Las Vegas, NV | Apr 2012 - Sep 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2012 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2013 |
- NV
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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